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Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
ZB
601
Zions Bancorporation
Utah
$40K +$189 +4 +0.5%
LWM
602
Liberty Wealth Management
California
$40K +$40.8K +864 New
MA
603
MUFG Americas
New York
$37K +$31.6K +670 +475%
BFC
604
Bedel Financial Consulting
Indiana
$33K +$23.6K +500 +236%
CTC
605
Central Trust Company
Missouri
$32K – – –
HFM
606
Harvest Fund Management
China
$32K – – –
TWA
607
TCI Wealth Advisors
Arizona
$32K +$1.84K +39 +6%
Jones Financial Companies
608
Jones Financial Companies
Missouri
$31K +$5.95K +126 +23%
AF
609
Allworth Financial
California
$30K – – –
RDWM
610
Red Door Wealth Management
Tennessee
$30K +$31.6K +669 New
LS
611
Leelyn Smith
Illinois
$29K – – –
WAS
612
Winch Advisory Services
Wisconsin
$29K +$236 +5 +0.8%
WOC
613
West Oak Capital
California
$28K – – –
PFPT
614
Pinnacle Financial Partners (Tennessee)
Tennessee
$28K +$28.3K +600 New
PWA
615
Pinnacle Wealth Advisors
Tennessee
$28K +$28.3K +600 New
GWS
616
Glassman Wealth Services
Virginia
$27K +$1.6K +34 +6%
CWC
617
Carolinas Wealth Consulting
North Carolina
$26K – – –
GWSG
618
GPS Wealth Strategies Group
Colorado
$25K – – –
LC
619
Lindbrook Capital
California
$25K – – –
ME
620
McIlrath & Eck
Washington
$24K -$1.84K -39 -7%
TFS
621
TrustCore Financial Services
Tennessee
$24K +$24.6K +521 New
GI
622
Gradient Investments
Minnesota
$21K +$2.83K +60 +15%
CFO
623
CVA Family Office
Colorado
$19K -$236 -5 -1%
PMFA
624
Plante Moran Financial Advisors
Michigan
$19K +$6.8K +144 +55%
DFCM
625
Dark Forest Capital Management
Puerto Rico
$19K +$19.4K +412 New